Dynamic Planner serves almost 40% of wealth advice firms and over 150 asset managers Christophe Ponette was appointed as Dynamic Planner’s European managing director earlier this year to lead the ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

New artificial intelligence tools could help could help address the advice industry’s “achilles heel”, Dynamic Planner has said. Dynamic Planner has announced a new batch of AI tools which it claims ...

Dynamic Planner has launched its financial planning system across the continent, starting with France, Germany, Italy, Spain and Belgium. As of today (March 22), the software provider is available for ...

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Welcome to Finextra. We use cookies to help us to deliver our services. You may change ...